Paraplanner
* Location: Hybrid working
* Job Type: Full-time, Permanent
* Salary: £33,000 - £50,000
Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support.
Day-to-day of the role:
* Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools.
* Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks.
* Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas.
* Research and review new and existing legislation and technical/product information to support your role.
* Engage in firm research projects, ensuring adherence to deadlines.
Required Skills & Qualifications:
1. Diploma in Financial Planning.
2. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports.
3. Experience in an IFA environment with a track record...